Germany’s racism/ethnic/religious hate killed their efforts for the bomb..

As much as I'm sure that gives you the warm fuzzies to think about, it's utter nonsense. That's not how this works.

It's absolutely how it worked for the Manhattan Project.

They had $67 billion in revenue last year, which was up 7% from the previous year. Not exactly out of business.

Essentially every single electronic financial transaction that you do (outside of crypto exchanges) involves an IBM mainframe. A huge number of businesses run on top of IBM I (like Costco).

It's plenty alive, just not as much inside of Silicon Valley itself.

I don’t think Apple is gonna go home because of the three-headed memory cartel, since they didn’t spend/burn billions (one trillion?) of dollars on AI, I think they will replace the cartel in-house, Intel is out and Qualcomm is on the way out, the three headed cartel can follow them.

Not gonna happen with China in the world, they will sell to every place else on the face of the planet this memory bump is temporary, also keeping it high means other companies will reconfigure what they do. if you want to continue to sell millions of devices at a reasonable price, you’re not going to sit on the sidelines and wait for the three-headed cartel.

You are going to get busy. and design and engineer around the cartel. Is there one company in the world that might do that? A company that has the engineering, design and the money with the capacity to execute over time?

Are you telling me that Intel will corner the market on https://www.intel.com/content/www/us/en/history/virtual-vaul...

Because that would be smart. And they have the packaging tech to add compute to it.

Absolutely. far too many people are thinking about the next 2 to 4 years. How many times must they see the Chinese play the long game before they figure it out?

I agree with everything here, but lots of people have magical thinking that CXMT will just instantly erase the run-up in memory prices.

I guess they can at least prevent it going up further ? The will also make a lot of money they can then re-invest in expanding their capacity.

That’s not the point. You’re speeding up the progress of them becoming a competitor, a relentless competitor worldwide.

And you are now encouraging other large pocket tech companies inside and outside China to give thought to taking memory in-house if that means making and selling devices at a reasonable price in a timely manner.

Yeah, sure the rest of the world, outside the West, isn’t going to care.

Right now, but that’s gonna change rapidly over the next five years. Once again, they didn’t have a space station. now they do…

The problem is that you’re giving them an in into the market, and as time goes on, they will get better at making memory. That’s like saying you’re going to exclude the Chinese the space station. Look what happened. They now have their own space station?

Given the way that Chinese industrial policy has gone over the last decade, I'm skeptical that this made much of a difference.

The rest of the world won’t care. They will use whatever memory they can get, and if the Chinese are willing to supply it over the next 5 to 10 years, they end up on top…